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Aliceson Jeanne Milanowski

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
420 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

4445 Wilson Avenue SW, Grandville, MI, 49418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aliceson works full-time as an agent for Williams & Co, providing securities and insurance sales and services. Aliceson also dedicates full-time hours to insurance sales and services (fixed) through self-employment, and minimal time to a charitable organization and family property.

Employment History
Current Registrations
Planmember Securities Corporation
February 2016 - Present · 10 yrs
Planmember Securities CorporationBroker
February 2016 - Present · 10 yrs
Previous Registrations
Legend Advisory Corporation
December 2011 - February 2016 · 4 yrs 2 mos
Legend Equities CorporationBroker
November 2011 - February 2016 · 4 yrs 3 mos
State Registrations4 states
COMIOHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aliceson Jeanne Milanowski - Financial Advisor | TrueAdvisor